Transaction Records

Allows users to view a list of all recorded hold-related events across all matters.

The Transaction Records tab in Hold Administration allows users to view a list of all recorded hold-related events across all matters.

Type an individual's last name, or a matter number, into the text box in the upper right corner of the page and click Go to search for a specific transaction record. The search bar can search for matters or names by a single number or letter.

Click matter number to view actions made by all employees associated with a matter.

Click an individual's name to view actions made by the individual on all matters.